Just as in the warm spring of early spring, the global plan to completely disable incandescent lamps in 2012 and the news that China's “12th Five-Year†energy-saving and environmental protection industry development plan will soon include light-emitting diode (LED) lighting in the scope of subsidies are positive. LED lighting companies in the cold weather brought a warmth, but also brought hope.
Policy faces usher in two big favors
In the crucial period when the domestic LED industry is facing market changes, the government’s subsidy policy to support LED lighting is about to surface.
In August, the "Twelfth Five-Year Plan for Energy-saving and Environmental Protection Industry Development" led by the National Development and Reform Commission's Department of Circumstances has gone through three rounds of soliciting opinions and will be submitted to the State Council. It is said that the LED industry is an important part of energy-saving and environmental protection industry planning, and relevant standards and subsidy policies are expected to be introduced at the end of this year or early next year.
Recently, the LED industry is rumored that the National Development and Reform Commission and the Ministry of Finance are expected to initiate the first round of LED lighting product subsidies as soon as the end of November this year, amounting to about 8 billion yuan, while giving priority to launching product subsidies for indoor lighting and commercial lighting, such as cartridges Lights, spotlights, and then gradually expand the intensity and scope of subsidies.
This news is a stimulant for LED companies that are overshadowed by overcapacity and low prices. In response, Dr. Zhang Xiaofei, director of the LED Industry Research Institute of Gaogong, told the Securities Times reporter: “At present, the LED industry is relatively sluggish. Faced with the current slowdown in the growth of the industry, if the country introduces a subsidy policy at this time, it can greatly boost the industry. Confidence and stimulating the development of the industry are far-reaching."
Leman Optoelectronics Chairman Li Man Tie is even more concerned about the implementation of the policy. “Once the government promotes LED lighting through subsidies, the entire LED industry will benefit from it in the long run. First, it will be reflected in the application of downstream products to ease the current The structural excess is gradually transmitted to the midstream packaging and the upstream chip, but the latter may not be as fast, and at the same time, the specific effect depends on the implementation of the policy. Because LED lamps are relatively expensive, only a substantial subsidy will be generated. Impact, which requires the government to invest a lot of money, may therefore be discounted in execution."
Although the "Twelfth Five-Year Plan for Energy-saving and Environmental Protection Industry Development" and the introduction of LED lighting into the subsidy scope have not yet come up with an authoritative statement, the companies in the domestic LED industry chain are already eager to try and focus on the LED lighting industry. The layout and construction quietly unfolded.
It is not just the LED companies that are excited about this. In August, the National Development and Reform Commission released the “China's Phase-out Incident Map for Phase-out of Incandescent Lamps†to propose a road map to phase out incandescent lamps. By 2016, China will ban the import and sale of incandescent lamps in five steps. “Although the specific effect depends on the implementation of the policy, the elimination of incandescent lamps still leaves room for the development of LED lighting products.†said Dr. Zhong Qun, General Manager of China Kingview.
In fact, as early as a few years ago, some developed countries began to formulate policies to phase out incandescent lamps. By 2012, incandescent lamps will be banned on a large scale worldwide. "Overall, the global plan to phase out incandescent lamps in large areas is a good thing for the development of the LED lighting industry," said He Wei, an analyst at Everbright Securities.
However, it is worth noting that the current biggest rival of LED lighting products is not incandescent lamps, but energy-saving lamps. "The elimination of incandescent lamps is a good thing for LED lighting products, but energy-saving lamps may also benefit, market space is vacated, and who can occupy, it depends on which products are more competitive. At present, China's LED lighting overall technology is still not off The price is also more expensive for consumers," said He Wei.
Industry calls for terminal subsidies
In fact, LED as an emerging industry, local governments have already launched a wide range of supporting policies and subsidy policies, involving the funds, land, scientific research, taxation, talent introduction, equipment purchase and other aspects. Among them, the LED lighting industry launched a policy including 2009 "National Development and Reform Commission and other six ministries jointly issued by the "semiconductor lighting energy industry development advice", and subsequently launched by the Ministry of Science and Technology "Ten Thousands of Miles" semiconductor lighting application model city program.
However, the policies of various levels of government encouragement at the various levels have tended to subsidize businesses rather than users and tend to subsidize government projects rather than end consumers. In order to complete investment promotion, local governments have given large subsidies to LED upstream chip companies and government orders. At present, it seems that this subsidy method has had little effect. The supply of monopoly upstream raw materials is LED manufacturers in the United States, Japan and South Korea and Taiwan. Subsidizing equipment procurement alone cannot solve the core technical problems of the upstream LED companies in China. The national support projects such as the “Ten Thousand Cities and Ten Thousand Fights†can only expand domestic demand, making some LED companies profitable, and they have not substantially promoted the development of the Chinese LED industry.
“This type of subsidy has gradually caused another problem. Encouraging companies to enter the upper reaches of the country and buying a large amount of equipment has resulted in very large production capacity, but it does not have enough technical strength. Therefore, there has been a serious overcapacity in the upper reaches of LED.†Qilu Securities Analysis Lin Jianhui told reporters.
“Because of the large number of investment chips, the purchase of MOCVD equipment is much more intense and the supply is particularly tight. Now, the return is quite a lot.†Details of Liu Jiewei, manager of the Shenzhen Engineering Center at CREE, revealed the dilemma of upstream LED chip manufacturers.
In this context, the industry reached a consensus: the introduction of terminal application product subsidies and incentives are the most effective way to promote the industry from the bottom up.
It is understood that at present internationally, there are few cases of government fund subsidy for purchasing equipment, but there are very effective results for the subsidy and encouragement policies of people using terminal LED lighting products.
“The significance of this subsidy is to encourage high-quality products to be sold in the market, and to allow the most end-users to feel comfortable buying good LED products. This encouragement is from the bottom up, and there will be a healthy development for the entire industry. Great significance." Zhang Xiaofei said.
At present, people in the industry have already discussed the best way to subsidize LED lighting. Ding Long, general manager of LED Lighting Division of BDO Runda, suggested that professional users with long subsidy lamps should not only stay on new projects, but should also strengthen the replacement projects on lighting products.
Jiang Jianzhong, deputy general manager of Hangzhou Hangke Optoelectronics, pointed out that the quality of goods subsidized by the government must be excellent. Otherwise, the significance of government subsidies is negative. “The quality of domestic LED lighting products may not be mature in the past few years. Now, some domestic companies are focused on doing The products of excellent manufacturers of LED lighting products are no different from those of foreign countries."
In this regard, Samsung LED China Sales Director Tang Naibin believes that the quality of domestic LED lighting products are uneven, if the subsidy threshold is set too low, it is easy to cause the spread of inferior goods, good products suffer; if the threshold is set too high, it is not conducive to the national people The brand's market cultivation.
Policy faces usher in two big favors
In the crucial period when the domestic LED industry is facing market changes, the government’s subsidy policy to support LED lighting is about to surface.
In August, the "Twelfth Five-Year Plan for Energy-saving and Environmental Protection Industry Development" led by the National Development and Reform Commission's Department of Circumstances has gone through three rounds of soliciting opinions and will be submitted to the State Council. It is said that the LED industry is an important part of energy-saving and environmental protection industry planning, and relevant standards and subsidy policies are expected to be introduced at the end of this year or early next year.
Recently, the LED industry is rumored that the National Development and Reform Commission and the Ministry of Finance are expected to initiate the first round of LED lighting product subsidies as soon as the end of November this year, amounting to about 8 billion yuan, while giving priority to launching product subsidies for indoor lighting and commercial lighting, such as cartridges Lights, spotlights, and then gradually expand the intensity and scope of subsidies.
This news is a stimulant for LED companies that are overshadowed by overcapacity and low prices. In response, Dr. Zhang Xiaofei, director of the LED Industry Research Institute of Gaogong, told the Securities Times reporter: “At present, the LED industry is relatively sluggish. Faced with the current slowdown in the growth of the industry, if the country introduces a subsidy policy at this time, it can greatly boost the industry. Confidence and stimulating the development of the industry are far-reaching."
Leman Optoelectronics Chairman Li Man Tie is even more concerned about the implementation of the policy. “Once the government promotes LED lighting through subsidies, the entire LED industry will benefit from it in the long run. First, it will be reflected in the application of downstream products to ease the current The structural excess is gradually transmitted to the midstream packaging and the upstream chip, but the latter may not be as fast, and at the same time, the specific effect depends on the implementation of the policy. Because LED lamps are relatively expensive, only a substantial subsidy will be generated. Impact, which requires the government to invest a lot of money, may therefore be discounted in execution."
Although the "Twelfth Five-Year Plan for Energy-saving and Environmental Protection Industry Development" and the introduction of LED lighting into the subsidy scope have not yet come up with an authoritative statement, the companies in the domestic LED industry chain are already eager to try and focus on the LED lighting industry. The layout and construction quietly unfolded.
It is not just the LED companies that are excited about this. In August, the National Development and Reform Commission released the “China's Phase-out Incident Map for Phase-out of Incandescent Lamps†to propose a road map to phase out incandescent lamps. By 2016, China will ban the import and sale of incandescent lamps in five steps. “Although the specific effect depends on the implementation of the policy, the elimination of incandescent lamps still leaves room for the development of LED lighting products.†said Dr. Zhong Qun, General Manager of China Kingview.
In fact, as early as a few years ago, some developed countries began to formulate policies to phase out incandescent lamps. By 2012, incandescent lamps will be banned on a large scale worldwide. "Overall, the global plan to phase out incandescent lamps in large areas is a good thing for the development of the LED lighting industry," said He Wei, an analyst at Everbright Securities.
However, it is worth noting that the current biggest rival of LED lighting products is not incandescent lamps, but energy-saving lamps. "The elimination of incandescent lamps is a good thing for LED lighting products, but energy-saving lamps may also benefit, market space is vacated, and who can occupy, it depends on which products are more competitive. At present, China's LED lighting overall technology is still not off The price is also more expensive for consumers," said He Wei.
Industry calls for terminal subsidies
In fact, LED as an emerging industry, local governments have already launched a wide range of supporting policies and subsidy policies, involving the funds, land, scientific research, taxation, talent introduction, equipment purchase and other aspects. Among them, the LED lighting industry launched a policy including 2009 "National Development and Reform Commission and other six ministries jointly issued by the "semiconductor lighting energy industry development advice", and subsequently launched by the Ministry of Science and Technology "Ten Thousands of Miles" semiconductor lighting application model city program.
However, the policies of various levels of government encouragement at the various levels have tended to subsidize businesses rather than users and tend to subsidize government projects rather than end consumers. In order to complete investment promotion, local governments have given large subsidies to LED upstream chip companies and government orders. At present, it seems that this subsidy method has had little effect. The supply of monopoly upstream raw materials is LED manufacturers in the United States, Japan and South Korea and Taiwan. Subsidizing equipment procurement alone cannot solve the core technical problems of the upstream LED companies in China. The national support projects such as the “Ten Thousand Cities and Ten Thousand Fights†can only expand domestic demand, making some LED companies profitable, and they have not substantially promoted the development of the Chinese LED industry.
“This type of subsidy has gradually caused another problem. Encouraging companies to enter the upper reaches of the country and buying a large amount of equipment has resulted in very large production capacity, but it does not have enough technical strength. Therefore, there has been a serious overcapacity in the upper reaches of LED.†Qilu Securities Analysis Lin Jianhui told reporters.
“Because of the large number of investment chips, the purchase of MOCVD equipment is much more intense and the supply is particularly tight. Now, the return is quite a lot.†Details of Liu Jiewei, manager of the Shenzhen Engineering Center at CREE, revealed the dilemma of upstream LED chip manufacturers.
In this context, the industry reached a consensus: the introduction of terminal application product subsidies and incentives are the most effective way to promote the industry from the bottom up.
It is understood that at present internationally, there are few cases of government fund subsidy for purchasing equipment, but there are very effective results for the subsidy and encouragement policies of people using terminal LED lighting products.
“The significance of this subsidy is to encourage high-quality products to be sold in the market, and to allow the most end-users to feel comfortable buying good LED products. This encouragement is from the bottom up, and there will be a healthy development for the entire industry. Great significance." Zhang Xiaofei said.
At present, people in the industry have already discussed the best way to subsidize LED lighting. Ding Long, general manager of LED Lighting Division of BDO Runda, suggested that professional users with long subsidy lamps should not only stay on new projects, but should also strengthen the replacement projects on lighting products.
Jiang Jianzhong, deputy general manager of Hangzhou Hangke Optoelectronics, pointed out that the quality of goods subsidized by the government must be excellent. Otherwise, the significance of government subsidies is negative. “The quality of domestic LED lighting products may not be mature in the past few years. Now, some domestic companies are focused on doing The products of excellent manufacturers of LED lighting products are no different from those of foreign countries."
In this regard, Samsung LED China Sales Director Tang Naibin believes that the quality of domestic LED lighting products are uneven, if the subsidy threshold is set too low, it is easy to cause the spread of inferior goods, good products suffer; if the threshold is set too high, it is not conducive to the national people The brand's market cultivation.
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